Retirement Planning


Course Description

This course examines the fundamentals of the retirement planning process. It outlines how to develop a sound retirement plan as well as the risk factors to avoid. The course also provides a comprehensive list of financial and insurance products that help retirees meet their objectives and supplement their retirement income.

Learning Objectives

Upon completion of this course, you will be able to:

  • Apply the five step retirement planning process
  • Identify risk factors in retirement planning
  • Explain the various parts of Medicare, what it covers and does not cover
  • Understand the importance of using life insurance and annuities as a source of retirement income
  • Outline strategies to maximize social security benefits
  • Describe the importance of planning for rising health care costs in retirement
  • Summarize the various types of long-term care insurance and their levels of care
Price:  $54.95
Updated:  May 2020
CFP Credit
Credit Hours: 10
Credit Type: General Financial Planning Principles
Provider: Broker Educational Sales & Training, Inc.
Provider #: 2155
Study Level: Intermediate
CIMA Credit
Credit Hours: 5
Credit Type: Wealth Management
Provider: Broker Educational Sales & Training, Inc.
Provider #: 114861
Study Level: Intermediate
Exam Details
Monitored: No
Questions: 50
Passing Score: 70%
Retakes: Unlimited